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iShares MBS ETF
MBB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
726
Elevated Capital Advisors
Utah
$269K -$89.5K -953 -25%
AWM
727
Avior Wealth Management
Nebraska
$268K +$8.46K +90 +3%
LBWM
728
Left Brain Wealth Management
Illinois
$260K -$49.3K -525 -16%
CAAS
729
Capital Asset Advisory Services
Michigan
$260K +$257K +2,733 New
EFG
730
Ehrlich Financial Group
California
$257K -$135K -1,433 -35%
VA
731
Vident Advisory
Georgia
$254K +$5.82K +62 +2%
MA
732
MKT Advisors
California
$253K +$564 +6 +0.2%
OWP
733
Obermeyer Wealth Partners
Colorado
$252K +$249K +2,653 New
PCM
734
Prelude Capital Management
New York
$252K +$249K +2,650 New
WT
735
Whittier Trust
California
$251K -$60.7K -646 -20%
FWM
736
FLP Wealth Management
Arkansas
$251K +$36.8K +392 +17%
WC
737
Waterloo Capital
Texas
$250K +$247K +2,628 New
EL
738
EQ LLC
Washington
$250K +$26.2K +279 +12%
LIA
739
Lynx Investment Advisory
District of Columbia
$245K +$10.3K +110 +4%
HOWA
740
Heritage Oak Wealth Advisors
Florida
$244K -$54.9K -584 -19%
MCA
741
Magnolia Capital Advisors
Mississippi
$243K +$31.7K +337 +15%
RCS
742
Retirement Capital Strategies
California
$240K -$11.2K -119 -5%
ESB
743
Essex Savings Bank
Connecticut
$240K +$2.72K +29 +1%
HC
744
Headland Capital
South Carolina
$236K +$233K +2,481 New
BCG
745
Breakwater Capital Group
New Jersey
$236K -$564 -6 -0.2%
YIM
746
Yoffe Investment Management
Pennsylvania
$234K – – –
SEIA
747
Signature Estate & Investment Advisors
California
$233K -$19.2K -204 -8%
CFB
748
Cullen/Frost Bankers
Texas
$231K +$74.8K +796 +49%
WHG
749
Westwood Holdings Group
Texas
$229K -$332K -3,533 -59%
KPWM
750
KDK Private Wealth Management
Texas
$226K +$94 +1 +0%
28 29
30
31 32